Fund framework · CVC & CVCaaS

The Halyk Venture Fund.
Equity upside in the ecosystem Halyk is building.

A full CVC and CVCaaS framework proposal — fund structures, investment process, service components, and portfolio support. Designed for Halyk to capture strategic positioning and financial returns across the Central Asian startup ecosystem.

$240B
Global CVC
invested since 2021
4,000+
Active global
CVC funds
6.5×
Growth in CVC universe
2010 → 2020
47%
Of CVCs close deals
within 2 months
Why CVC, why now

Every dollar on innovation counts double. Through a CVC, it counts triple.

The largest public companies — 40% of the top 30 by market capitalization — have already moved. CVC is no longer a frontier experiment. It is the default way serious corporations convert capital into strategic positioning, market intelligence, and optionality on future business models.

For Halyk, the logic compounds further. Each dollar invested delivers a financial return, innovation imported into the bank through pilots and partnerships, and equity-aligned commercial value for the startups powering the SuperApp and AI CoE.

"40% of the 30 largest companies by market capitalization are engaged in CVC activities."
— BCG
The triple multiplier

One dollar, three returns.

Financial return
Strategic innovation imported
Ecosystem & partnership value
Six structural benefits of a CVC-led strategy
Benefit 01
New markets & technologies

Tap into new markets, technologies, and business sectors before they become mainstream — gaining first-mover optionality.

Benefit 02
Partnerships & joint ventures

Develop new partnerships and joint ventures through equity relationships rather than arm's-length procurement.

Benefit 03
Competitive defense

Maintain a firm footing in the face of competing technologies — own a position in what might disrupt you.

Benefit 04
Ecosystem anchoring

Establish ecosystems built on existing products and distribution — turning platforms into gravitational wells.

Benefit 05
Additional returns

Generate financial returns that reinforce the innovation budget over time — making the program self-funding.

Benefit 06
Flexible R&D

Develop less cost-intensive, more flexible alternatives to in-house research and development — with external talent doing the work.

Three fund structures

Choose the structure that fits Halyk's mandate.

Plug and Play operates three CVCaaS structures, each optimized for a different balance of strategic versus financial priorities. Halyk self-selects based on its appetite for equity participation, management overhead, and VC-compatible return expectations. All three structures are compatible with Halyk acting as cornerstone LP of an affiliated fund anchored in Astana.

01
Market Standard
CVCaaS with Carried Interest

Preferred when the CVC mandate includes VC-compatible financial returns alongside strategic objectives.

The market-standard structure for sophisticated CVCs. Halyk, as the parent firm, makes capital contributions to a dedicated fund managed by Plug and Play as a service. The fund invests in portfolio companies that deliver both strategic value to Halyk and financial returns to the fund's LPs.

Plug and Play earns a 2% management fee on capital deployed and 20% carried interest on profits above a hurdle — the standard venture economic structure. This alignment ensures Plug and Play is financially incentivized to generate returns, not just activity.

Capital flow
Halyk (Parent)Capital contributions
PnP CVC UnitManaged as a service
PortfolioStrategic + financial returns
Halyk (Return)Capital distributions

Economics: 2% management fee · 20% carried interest · Value-added through portfolio support · Contribution to strategic objectives

02
Management Fees Only
CVCaaS, No Carried Interest

Preferred when the CVC focuses mostly on strategic investments and returns are secondary.

Designed for Halyk if the fund mandate is predominantly strategic — investments that need not clear a VC-compatible return bar. Halyk pays management fees to Plug and Play for operating the fund, and Plug and Play does not take carry. Capital distributions flow directly back to Halyk.

Plug and Play may still participate through ad-hoc co-investments alongside the Halyk fund when strategic fit is strong. This structure keeps the fund's investment thesis tightly aligned with Halyk's strategic agenda — useful for deep regional bets, GovTech, or early-stage strategic partnerships that wouldn't pass a commercial VC filter.

Capital flow
Halyk (Parent)Capital contributions
Plug and PlayManagement only
StartupsStrategic focus
Halyk (Return)Direct distributions

Economics: TBD management fee · 0% carried interest · PnP ad-hoc co-investments · Contribution to strategic objectives

03
Service Based
CVCaaS by Process Fees

Preferred when the fund size is small or Halyk wants to pay per investment activity rather than by AUM.

The most flexible structure for early-stage or smaller fund programs. Rather than a percentage-of-AUM management fee, Halyk pays a partnership fee plus per-activity fees — due diligence, scouting process, deal evaluation — giving Plug and Play direct compensation for work performed.

This structure is well suited for Halyk in a pilot phase: activate the fund framework with minimal commitment, prove the thesis on a handful of investments, and graduate to Structure 1 or 2 once deployment velocity is established. Plug and Play still co-invests ad-hoc for high-conviction deals.

Capital flow
Halyk (Parent)Partnership + DD fees
Plug and PlayPay-per-activity
StartupsSmall-fund focus
Halyk (Return)Direct distributions

Economics: Partnership fees + per-DD fees · 0% carried interest · PnP ad-hoc co-investments · Ideal for pilot-stage fund programs

The eight-stage process

Investment discipline, end to end.

Regardless of which fund structure Halyk selects, every investment follows the same eight-stage discipline — combining Plug and Play's global deal flow with Halyk's internal governance and strategic priorities.

1
Investment Thesis & Training

Halyk defines the thesis and tech focus areas, or requests support from Plug and Play to scope them.

Halyk + PnP
2
Startup Scouting

Plug and Play sources and shortlists startups directly relevant to the investment thesis.

PnP
3
Deal Screening

PnP prepares one-pagers on each opportunity. Halyk votes on the shortlisted startups.

PnP → Halyk
4
Startup Analysis

Plug and Play conducts business-side due diligence on selected startups, preparing analysis for committee.

PnP
5
Investment Committee

PnP presents analyses to Halyk's Investment Committee for formal evaluation and discussion.

Halyk IC
6
Introduction & Negotiation

PnP organizes calls between Halyk and selected startups to negotiate commercial terms.

PnP + Halyk
7
Sign-Off

Halyk signs off on the Investment Committee approvals in order to proceed to deployment.

Halyk
8
Legal & Deployment

Startup introduced to Halyk's legal team for fundraising doc review. Capital deployed.

Halyk Legal
PoC phase · Stages 1–7 optionally run alongside AI CoE pilot activity
Portfolio monitoring & support

Investment process subject to internal governance from Halyk. Plug and Play adapts process to Halyk's committee cadence and approval structures.

Deal flow · The funnel

Sourcing is the hardest skill to buy. Halyk gets it day one.

The hardest thing to replicate in venture is the sourcing network — the relationships with top VCs, universities, research labs, and founder communities that generate the best deal flow. CVCaaS gives Halyk instant access to Plug and Play's global sourcing machine.

15,000+
Stage-agnostic startups sourced annually across all sectors
60,000+
Pre-qualified startups in the Playbook tech database
50+
Sourcing team locations feeding the global pipeline
~5%
Quality threshold to enter the global database
96%
PnP+ proprietary inception score — an ML model that predicts likelihood of backing a company early based on founder profile, team composition, and market dynamics. Halyk investments are screened against it alongside traditional DD.

Sources include Tier 1 VCs (Lightspeed, Greylock, Balderton, Idinvest), top universities (Stanford, HEC Paris, UC Berkeley, Polytechnique), research centers (Inria, CNRS, ITRI), major innovation events (Viva Technology, Web Summit, Slush, Hello Tomorrow), and inbound applications through the Join the Platform system.

CVCaaS components

Eight components. One integrated service.

The CVCaaS mandate for Halyk includes eight distinct service components. Each is available under all three fund structures — the balance of activity across them is calibrated to Halyk's priorities.

Component 01
Scouting

Global, continuous scouting filtered by Halyk's thesis. Access to 15,000+ startups sourced annually with 5% quality filter into the Playbook database.

Component 02
Visibility

Halyk gains visibility across the PnP global network — 550+ corporate partners, 60+ offices. Inbound deal flow and startup referrals flow back to the Halyk fund.

Component 03
Insights

Trend reports, market intelligence, technology landscape analysis, VC flow data, and industry benchmarks tailored to Halyk's focus sectors.

Component 04
Tech Platform

Full access to Playbook — Plug and Play's proprietary innovation software. Centralized tracking, voting, trend monitoring, and engagement history.

Component 05
Access to Deals

Co-investment access to Plug and Play's own portfolio, LP positions in PnP industry funds, and priority allocations in competitive rounds where PnP leads or participates.

Component 06
Due Diligence

Full business-side DD on shortlisted startups: market sizing, competitive analysis, team review, traction validation, and financial modeling.

Component 07
Consulting & Advisor

Strategic advisory on thesis definition, fund structure refinement, investment committee support, and portfolio construction guidance.

Component 08
Portfolio Promises

Each portfolio company receives structured portfolio support from Plug and Play — exposure, introductions, workspace access, and go-to-market help.

What portfolio companies get

Eight dimensions of portfolio support.

The value Halyk offers to its portfolio is not just capital. Through CVCaaS, every investment receives eight categories of structured support — the reason top founders accept CVC money instead of pure financial capital.

Increase Revenue

Direct introductions to Halyk business units as potential customers — the #1 value a CVC provides to an early-stage startup.

Enter New Markets

Halyk's regional footprint and Plug and Play's 60+ offices open Central Asian, European, and global markets for portfolio companies.

Enter New Industries

Cross-industry introductions to PnP's 550+ corporate partner network — banks, insurers, retailers, governments, telcos, and beyond.

Capital Investments

Beyond the initial check: follow-on rounds, bridge financing, and co-investment alongside Tier 1 VCs when portfolio companies raise again.

Exposure

Stage placement at Plug and Play EXPOs and Halyk summits — investor and partnership visibility that early-stage startups can't otherwise access.

Ecosystem

Integration into the broader Plug and Play founder community — peer mentorship, founder dinners, alumni network, cross-cohort collaboration.

Market Insights

Direct access to PnP trend reports, Halyk business unit insights, and research produced by the AI CoE — strategic intelligence for portfolio companies.

Global Workspaces

Access to co-working and office space in 60+ Plug and Play locations worldwide — a meaningful benefit for founders building international businesses.

Proof point

The template: Zone2boost.

Plug and Play has run this exact framework before — with CaixaBank, Global Payments, and Ingenico as founding partners in a fintech innovation fund. The structure, process, and outcomes preview what a Halyk fund can look like.

Case Study · Zone2boost

A fintech fund anchored by Spain's largest bank.

Q2 2020 → Q3 2022 · Active

CaixaBank (17M+ customers), Global Payments (2.5M+ merchants), and Ingenico (32M+ terminals) partnered with Plug and Play to create an international innovation program — identifying technology initiatives, supporting startup growth, and investing €100K–€250K equity tickets into promising fintech and retail-tech companies. IESE and Visa joined as collaboration partners.

Founding & collaboration partners
CaixaBank
Global Payments
Ingenico
IESE
Visa
Plug and Play
1–3M€
Annual investment deployment by the fund
€100K – €250K
Typical equity ticket per startup
18+
Portfolio companies across fintech and retail-tech
5-step
Investment methodology: sourcing → committee vote
Selected portfolio companies
Payflow · earned-wage access Nemuru · fintech financing platform Privasee · GDPR compliance SaaS Triple · banking-loyalty integration Weecover · embedded insurance Sedicii · confidential data collaboration Deliverea · multi-carrier logistics Boopos · business acquisition financing StockAgile · retail operations SaaS Optimus Price · AI pricing optimization Haddock · restaurant cost control Personify XP · retail personalization Rever · returns management Newe · pay-per-use retail Greenspark · impact tracking

Zone2boost is not a theoretical template — it is a live, operating fund that Plug and Play manages today. Halyk's fund would follow the same operational playbook, adapted to Central Asian priorities and scaled to Halyk's ambition.

What Halyk decides

Three core decisions to scope the fund.

Before commercial terms are finalized, Halyk's leadership aligns on three dimensions. Plug and Play facilitates this scoping process through a focused workshop series.

Decision 01

Goals?

  • Strategic
  • Hybrid
  • Financial

Sets the target return profile, the level of BU engagement expected, and the flexibility of the investment thesis. 49% of CVCs globally choose Hybrid.

Decision 02

Resources & Timeline?

  • Defined amount & timeline
  • Rolling commitment
  • Evergreen structure

Determines whether the fund is a registered CVC vehicle or operates from existing or new P&L, and how capital is committed over time.

Decision 03

Thesis?

  • Industries & verticals
  • Geographical zones
  • Stages / TRL
  • Technologies
  • Business models

Defines the filter Plug and Play's sourcing team applies to the 15,000+ startups reviewed annually — turning the funnel into a Halyk-specific pipeline.

Next steps

Let's scope the Halyk Venture Fund.

Indicate which fund structure resonates with Halyk's mandate, and we'll return with a detailed operational proposal, commercial terms, and a six-month pilot roadmap.